Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | MFS Total Return Series | 90% | 0.61% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Total Return Portfolio diff. adviser | 86% | 0.62% | Brighthouse Investment Advisers, LLC |
| 3 | SA MFS Total Return Portfolio diff. adviser | 85% | 0.71% | SunAmerica Asset Management, LLC |
| 4 | MFS Global Total Return Fund · MFWTX, MFWJX, MFWBX, MFWCX, MFWIX, MFWGX, MGBRX, MFWHX, MFWLX | 31% | 0.77% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | MFS Research Series | 23% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX | 23% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 7 | MFS Value Fund · MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX | 23% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Value Series | 23% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | American Beacon Large Cap Value Fund · AADEX, AAGPX, AVASX, ABLYX, ALVAX, ALVCX, AALRX diff. adviser | 23% | 0.64% | American Beacon Advisors, Inc. |
| 10 | MFS Blended Research Value Equity Fund · BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX cheaper | 22% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX diff. adviser | 22% | 0.61% | Voya Investments, LLC |
| 12 | MFS Core Bond Fund · MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX cheaper | 22% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | LVIP MFS Value Fund diff. adviser | 22% | 0.61% | Lincoln Financial Investments Corporation |
| 14 | MFS Value Portfolio diff. adviser | 22% | 0.58% | Brighthouse Investment Advisers, LLC |
| 15 | NYLI VP MFS Research Portfolio diff. adviser | 22% | 0.75% | New York Life Investment Management LLC |
| 16 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 22% | 0.92% | Macquarie Investment Management Business Trust |
| 17 | Equity Income Portfolio diff. adviser | 22% | 0.57% | Mason Street Advisors, LLC |
| 18 | T. Rowe Price Equity Income Portfolio · QAAHCX, QAAHAX diff. adviser | 22% | 0.73% | T. Rowe Price Associates, Inc. |
| 19 | MFS Equity Income Fund · EQNAX, EQNBX, EQNCX, EQNIX, EQNRX, EQNSX, EQNTX, EQNUX, EQNVX | 22% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | MML Equity Income Fund diff. adviser | 22% | 0.79% | MML Investment Advisers, LLC |
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